SC
CPA icon

Savant Capital’s Copa Holdings CPA Stock Holding History

Savant Capital’s Portfolio CPA Stock Details CPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$478K Buy
3,083
+115
+4% +$15K ﹤0.01% 1247
2026
Q1 		$337K Sell
2,968
-20
-0.7% -$2.63K ﹤0.01% 1111
2025
Q4 		$360K Buy
2,988
+637
+27% +$77.9K ﹤0.01% 972
2025
Q3 		$279K Buy
2,351
+209
+10% +$23.9K ﹤0.01% 1062
2025
Q2 		$236K Buy
+2,142
New +$211K ﹤0.01% 1081

Other funds holding CPA

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Savant Capital's CPA Position: Q2 2026 in Review

Savant Capital increased its Copa Holdings (CPA) stake by 3.9% in Q2 2026, buying an estimated $15K and bringing the position to 3,083 shares worth $478K. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

Savant Capital first reported a position in CPA in Q2 2025 and has held it in 5 quarters since. 326 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

  • Savant Capital held 3,083 shares of Copa Holdings worth $478K as of Q2 2026.
  • Savant Capital bought 115 Copa Holdings shares in Q2 2026, an estimated $15K.
  • Copa Holdings made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1247 holding.
  • Savant Capital first reported a position in Copa Holdings in Q2 2025 and has held it in 5 quarters since.
  • 326 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.